Overview

Mayer Brown’s Private Clients, Trusts & Estates team provides sophisticated domestic and global wealth management strategies to high-net-worth individuals and families, fiduciaries, and tax-exempt organizations. We offer a full range of estate planning, family office representation, trust and estate administration, litigation and dispute resolution, and charitable advisory services.

Many of our clients have assets, investments, and family members dispersed across the globe. Our team members are strategically located in Asia, Europe, and the Americas to coordinate seamless, customized solutions to our clients’ wealth management needs. They benefit from the full complement of legal services that an integrated, multi-disciplined firm can offer.

Preserving, maximizing, and transferring wealth, while minimizing complications through planning, is one of our team’s strengths. Using our deep knowledge of national, state, and international laws, both tax and non-tax, that govern the transfer and management of assets, we provide advice that goes beyond minimizing taxes. We formulate practical and effective solutions to complex issues, solutions with the flexibility to accommodate unforeseen family situations and other events.

Recognition

Chambers USA

Mayer Brown has "…an outstanding skill set and knowledge, the promptness of the communication and delivery of work product is notable…." and states "[T]he folks there at all levels [are] at the highest level of quality technically, and the way they present their work product is focused on making it understandable for the end client," and "a strong wealth management practice, which is skilled in representing wealthy individuals and families." Chambers quotes a client who says we are "[t]echnically very good and I find their service to be top-notch in terms of speed of response and responsiveness."

Additionally, Chambers says our "group has a strong following and is lauded for its client-oriented service and advice. The relatively compact team handles a whole host of matters, including trust and estate planning, complex family disputes, public charities and private foundations" and recommends us for Client Service: "This team is attentive and extremely responsive, and provides materials and follow-up communications on time. It is always apparent that the partners are focused on addressing each client's needs and concerns."

Chambers also recommends us for Commercial Awareness: "Mayer Brown utilizes sound judgment to recommend appropriate solutions. The partners do not resort to cookie-cutter responses and also do not over-prescribe; instead they show creativity in offering alternatives and explaining the costs and benefits of each for easier decision-making. What we value in particular is that they provide practical and effective solutions to complex issues while maintaining flexibility to accommodate unforeseen events and family situations."

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